kingfisher — news

Tue Sep-01 12:42:29

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🗞️ News

CXMT takes Tencent's spot as world's most valuable Chinese company

Thu Aug-13 15:00:42other65

Chinese DRAM manufacturer CXMT has surpassed Tencent in market capitalization, signaling intensified competition and potential pricing pressure in the global memory chip market.

MU ▼ UNKNOWNNVDA · UNKNOWNAMD · UNKNOWNTSM · UNKNOWNAAPL · UNKNOWNMSFT · UNKNOWNGOOGL · UNKNOWNAMZN · UNKNOWNMETA · UNKNOWNwww.siliconrepublic.com ↗

Microsoft Copilot Super App: Unified AI Platform Launch Expected by October 2026, Confirms CEO Satya Nadella

Thu Aug-13 15:00:38product65

Microsoft CEO Satya Nadella confirmed the launch of a unified Copilot super app integrating various AI assistants by October 2026 to streamline user experience.

MSFT ▲ UNKNOWNGOOGL ▼ UNKNOWNMETA ▼ UNKNOWNAMZN ▼ UNKNOWNAAPL · UNKNOWNwww.latestly.com ↗

Apple iPhone Ultra said to be delayed by months, at least in some regions

Thu Aug-13 15:00:25product65

Reports indicate Apple's iPhone Ultra launch will be delayed and staggered globally due to component shortages and quality control issues.

AAPL ▼ UNKNOWNwww.notebookcheck.net ↗

Apple's iPhone 18 Split: Pegatron Confirms Base Model Delayed to 2027

Thu Aug-13 14:50:56product65

Apple supplier Pegatron confirmed that the standard iPhone 18 launch is delayed until early 2027 due to component shortages and AI-driven production prioritization, while Pro models remain on schedule for this fall.

AAPL ▼ UNKNOWNMSFT · UNKNOWNGOOGL · UNKNOWNAMZN · UNKNOWNMETA · UNKNOWNTSLA · UNKNOWNwww.webpronews.com ↗

SpaceX Could Be Making $235 Billion From a Business It's Not Known For. SPCX Stock Investors Should Pay Attention.

Thu Aug-13 14:43:54analyst65

SemiAnalysis projects SpaceX's AI compute revenue could reach $235 billion by 2027, driven by rapid infrastructure scaling and significant cloud bookings.

TSLA ▲ UNKNOWNNVDA ▲ UNKNOWNMSFT · UNKNOWNAMZN · UNKNOWNGOOGL · UNKNOWNMETA · UNKNOWNwww.barchart.com ↗

Jeff Dean's $10 Billion Bet: Google's AI Architect Leaves to Automate Discovery

Thu Aug-13 14:43:41other65

Google AI chief Jeff Dean and three other senior engineers have left the company to launch a new AI startup, Discovery Loop, which is seeking funding at a $10 billion valuation.

GOOGL ▼ UNKNOWNwww.webpronews.com ↗

NVIDIA CEO Warns of 'Horrible Outcome' If China Optimizes AI Models for Huawei Hardware Instead of American Chips

Thu Aug-13 14:42:45other65

NVIDIA CEO Jensen Huang warned that Chinese AI models optimizing for Huawei hardware instead of NVIDIA chips would be a detrimental outcome for US technological leadership and NVIDIA's market position.

NVDA ▼ UNKNOWNAMD · UNKNOWNGOOGL · UNKNOWNMSFT · UNKNOWNMETA · UNKNOWNAMZN · UNKNOWNTSM · UNKNOWN247wallst.com ↗

Microsoft's Internal Email Exposes AI Agent Cost Overruns as Tech Giants Rethink Spending

Thu Aug-13 14:42:16other65

An internal Microsoft email urges employees to curb excessive AI agent usage due to cost overruns, signaling a shift from enthusiasm to financial restraint in its AI strategy.

MSFT ▼ UNKNOWNGOOGL · UNKNOWNAMZN · UNKNOWNMETA · UNKNOWNwww.webpronews.com ↗

Broadcom locks in multi-year AI chip deals with OpenAI, Google, and Meta

Thu Aug-13 14:41:57partnership85

Broadcom has secured multi-year custom AI chip agreements with OpenAI, Google, and Meta, positioning itself as a major alternative to Nvidia in the accelerator market.

AVGO ▲ UNKNOWNGOOGL ▲ UNKNOWNMETA ▲ UNKNOWNNVDA ▼ UNKNOWNAMD ▼ UNKNOWNcryptobriefing.com ↗

'Big Short' investor Steve Eisman sees an Achilles heel in the AI boom

Thu Aug-13 14:41:19analyst65

Investor Steve Eisman warned that the AI revenue of Microsoft, Amazon, and Alphabet is overly dependent on the success of OpenAI and Anthropic, citing risks from cheaper Chinese open-source models.

MSFT ▼ UNKNOWNAMZN ▼ UNKNOWNGOOGL ▼ UNKNOWNNVDA ▼ UNKNOWNMETA ▼ UNKNOWNAAPL · UNKNOWNwww.cnbc.com ↗

Burry doubles down on Nebius short after stock surges 34% on earnings

Thu Aug-13 14:40:42analyst65

Michael Burry increased his short positions in Nvidia, Micron, and Palantir, citing concerns over circular financing and market boom conditions following Nebius Group's strong earnings.

NVDA ▼ UNKNOWNMU ▼ UNKNOWNPLTR ▼ UNKNOWNca.finance.yahoo.com ↗

Nvidia and Broadcom Deepen AI Financing Push -- But Wolfe Sees Long-Term Risks

Thu Aug-13 14:40:36other75

Nvidia and Broadcom are establishing financing platforms with major institutional investors to fund AI infrastructure deployment, signaling strong demand but raising concerns about long-term financial risks according to Wolfe Research.

NVDA ▲ UNKNOWNAVGO ▲ UNKNOWNAMD · UNKNOWNTSM ▲ UNKNOWNMSFT · UNKNOWNAMZN · UNKNOWNGOOGL · UNKNOWNMETA · UNKNOWNfinance.yahoo.com ↗

AI Memory Boom Is Causing ‘Chipflation’ — And Your Next iPhone Could Cost More

Thu Aug-13 14:39:20analyst65

J.P. Morgan analysts project DRAM prices could rise over 400% through 2026 due to AI-driven supply constraints, potentially increasing costs for consumer devices like the iPhone.

MU ▲ UNKNOWNAAPL ▼ UNKNOWNNVDA · UNKNOWNAMD · UNKNOWNMSFT · UNKNOWNGOOGL · UNKNOWNAMZN · UNKNOWNMETA · UNKNOWNwww.benzinga.com ↗

Pentagon memo directs $244m to Palantir with no competition

Thu Aug-13 14:00:54partnership75

The US Pentagon issued a memo directing up to $243.9 million in non-competitive spending to Palantir through March 2027 and instructed officials to secure additional funding for the company into 2028.

PLTR ▲ FRESHthenextweb.com ↗

Is AMD in Trouble as SpaceX Goes Exclusive With NVIDIA?

Thu Aug-13 14:00:50partnership65

Elon Musk announced that SpaceX will exclusively use Nvidia AI chips, citing their superior performance and securing priority access to future GPU supply.

NVDA ▲ FRESHAMD ▼ FRESHTSLA · FRESH247wallst.com ↗

AMD’s 2027 Server Revenue Outlook Is Already 20% Bigger Than the Entire 2025 Market

Thu Aug-13 13:52:31guidance75

AMD provided a bullish long-term outlook at its Technology Leadership Forum, projecting server revenue in 2027 to exceed the entire 2025 market size and targeting over 50% share of a $220 billion CPU market by 2030.

AMD ▲ FRESHNVDA ▼ FRESHwww.benzinga.com ↗

$9.6 Billion Payday: Apple, Nike, Amazon Lead Tariff Refund Windfall Post US Supreme Court Ruling

Thu Aug-13 13:50:36regulatory65

Apple and Amazon are among the major beneficiaries of a $9.6 billion tariff refund windfall following a US Supreme Court ruling that invalidated certain tariffs.

AAPL ▲ FRESHAMZN ▲ FRESHwww.ndtvprofit.com ↗

The $720 Billion Bet Behind South Korea's Race To Power The AI Boom

Thu Aug-13 13:40:21other65

SK Hynix is investing $720 billion to expand memory factory capacity to meet AI-driven demand for high-bandwidth memory, a market where Micron holds a 21% share and Nvidia is a key customer.

MU ▲ FRESHNVDA ▲ FRESHwww.inventiva.co.in ↗

Anthropic joins race to acquire Israel's Decart AI for $6bn

Thu Aug-13 13:30:42m&a65

Anthropic is in acquisition talks for Israeli AI startup Decart AI at a $6 billion valuation, with Nvidia and Amazon also listed as interested parties after previous negotiations collapsed.

NVDA ▲ FRESHAMZN ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHwww.intellinews.com ↗

Foxconn Stock Rises 2.7% Before Profit Jumps 35%

Thu Aug-13 13:30:32earnings65

Foxconn reported a 35% increase in Q2 profit driven by AI server revenue and confirmed plans to begin mass production of NVIDIA Vera Rubin server racks in the third quarter.

NVDA ▲ FRESHAAPL · FRESHSMCI ▲ REPRICINGTSM ▲ FRESHfinance.yahoo.com ↗

FTSE 100 Slips Thursday as Alphabet and Tesla Drag on Tech Sentiment

Thu Aug-13 13:30:23earnings85

Alphabet and Tesla shares declined in premarket trading following their Q2 2025 earnings reports, contributing to a slip in the FTSE 100 and negative sentiment in US tech futures.

GOOGL ▼ FRESHTSLA ▼ FRESHAAPL · FRESHMSFT · FRESHAMZN · FRESHNVDA · FRESHMETA · FRESHAMD · FRESHwww.financial-news.co.uk ↗

Nvidia GPU rentals become a tradable commodity on 5 October

Thu Aug-13 13:30:10product65

CME Group plans to launch futures contracts for Nvidia H100 and Blackwell B200 GPU rentals on October 5, establishing a public reference price for AI compute capacity.

NVDA ▲ FRESHAMD · FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHTSLA · FRESHAVGO · FRESHQCOM · FRESHMU · FRESHTSM · FRESHASML · FRESHSMCI · REPRICINGPLTR · FRESHthenextweb.com ↗

Billionaire David Tepper Just Revealed His Single Largest Stock Holding. It's Not NVIDIA

Thu Aug-13 13:20:38analyst65

Billionaire investor David Tepper revealed Amazon as his largest portfolio holding after doubling his stake, while notably excluding Nvidia.

AMZN ▲ FRESHNVDA ▼ FRESHfinance.yahoo.com ↗

Korea's Stock Market Surges Another 3.5% Overnight. Intel, Coherent, and Micron Among Most Active Premarket Stocks in US Trading.

Thu Aug-13 13:11:08other65

Micron shares are active in premarket trading as South Korean memory stocks surge on renewed optimism regarding AI infrastructure spending.

MU ▲ REPRICINGNVDA ▲ FRESHAMD ▲ FRESHTSM ▲ FRESHASML ▲ FRESH247wallst.com ↗

Musk and Zuckerberg Are Back in the AI Race -- And OpenAI and Anthropic Can No Longer Ignore Them

Thu Aug-13 13:11:00product65

Elon Musk's Grok 4.6 and Mark Zuckerberg's new AI models are challenging OpenAI and Anthropic by leveraging their respective companies' scale and infrastructure.

TSLA ▲ FRESHMETA ▲ FRESHGOOGL · FRESHMSFT · FRESHAMZN · FRESHNVDA · FRESHwww.pagenews.gr ↗

NVIDIA Backs Ilya Sutskever's SSI With $5 Billion and Vera Rubin Compute - The AI & Software Report

Thu Aug-13 13:10:27partnership75

NVIDIA has agreed to invest approximately $5 billion in Safe Superintelligence (SSI) and provide access to its next-generation Vera Rubin computing systems.

NVDA ▲ FRESHMSFT · FRESHGOOGL · FRESHMETA · FRESHAMD · FRESHtheaisoftwarereport.com ↗

What can we expect from Apple's big event in September?

Thu Aug-13 13:10:21product65

Apple is expected to unveil its first foldable iPhone and new Pro models with the A20 Pro chip at a September event led by incoming CEO John Ternus.

AAPL ▲ FRESHGOOGL ▼ FRESHMSFT · FRESHMETA · FRESHTSLA · FRESHwww.bluewin.ch ↗

Elon Musk's Terafab Chip Factory Could Cost $119 Billion

Thu Aug-13 13:03:16product85

Elon Musk's Terafab chip factory in Texas is projected to cost up to $119 billion, with Tesla and SpaceX committing initial funding and Intel joining as a manufacturing partner to produce custom chips for Musk's ventures.

TSLA ▲ FRESHNVDA ▼ FRESHAMD ▼ FRESHinews.zoombangla.com ↗

Apple Dropped by 5% After Earnings. History Says This May Happen Next

Thu Aug-13 13:03:13earnings65

Apple shares fell 5% after reporting Q3 FY2026 earnings that beat expectations but issued guidance missing analyst estimates due to supply constraints.

AAPL ▼ FRESHfinance.yahoo.com ↗

AMD Buying Taalas To Strengthen Its AI Inference Strategy

Thu Aug-13 13:02:55m&a65

AMD has agreed to acquire Taalas, a developer of specialized AI inference silicon, to enhance its AI accelerator roadmap and improve inference efficiency.

AMD ▲ FRESHNVDA ▼ FRESHpulse2.com ↗

AMD (AMD) Q2 2026 Earnings Call Transcript

Thu Aug-13 13:02:33earnings85

AMD held its Second Quarter 2026 earnings conference call to discuss financial results and business updates.

AMD · FRESHNVDA · FRESHQCOM · FRESHfinance.yahoo.com ↗

Anthropic: Investors Expect IPO Valuation of $2 Trillion, More Than SpaceX

Thu Aug-13 13:02:32other65

Reports indicate Anthropic is targeting a $2 trillion valuation for its planned October IPO, driven by rapid revenue growth expectations.

MSFT ▲ FRESHAMZN ▲ FRESHGOOGL ▲ FRESHNVDA ▲ FRESHAMD ▲ FRESHPLTR ▲ FRESHwww.trendingtopics.eu ↗

Modi's video and safe harbour: behind Meta's tumultuous week in India | Company Business News

Thu Aug-13 13:02:22regulatory65

Meta faces heightened regulatory scrutiny and potential threats to safe harbour immunity in India following a parliamentary committee meeting regarding the temporary removal of Prime Minister Modi's video.

META ▼ FRESHGOOGL · FRESHwww.livemint.com ↗

Apple Faces 24-Hour Deadline in Epic App Store Fee Clash as Court Rejects Delay

Thu Aug-13 13:01:59regulatory65

A federal judge denied Apple's request to delay proceedings in its legal battle with Epic Games, ordering the company to submit its proposed commission structure for external payment links within 24 hours.

AAPL ▼ FRESHGOOGL · FRESHMETA · FRESHwww.webpronews.com ↗

IREN secures Microsoft acceptance for first 50MW AI cloud deployment

Thu Aug-13 13:01:19partnership65

Microsoft has formally accepted the first phase of a $9.7 billion AI cloud contract with IREN Limited, which will utilize NVIDIA GB300 GPUs.

MSFT ▲ FRESHNVDA ▲ FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHAMD · FRESHcryptobriefing.com ↗

Cerebras Systems Fast Inference Cloud Business Nearly Quadruples in Second Quarter 2026 | Taiwan News | Aug. 13, 2026 04:05

Wed Aug-12 21:20:36earnings65

Cerebras Systems reported strong Q2 2026 earnings and highlighted strategic partnerships with AMD and AWS for AI inference infrastructure.

AMD ▲ REPRICINGAMZN ▲ REPRICINGNVDA ▼ PRICEDMSFT · PRICEDGOOGL · FRESHMETA · PRICEDtaiwannews.com.tw ↗

Burry Revives Enron Lessons Amid AI Spending Surge

Wed Aug-12 21:10:22analyst65

Michael Burry publicly compared AI sector accounting practices to Enron and disclosed short positions against Nvidia, Palantir, and Micron.

NVDA ▼ PRICEDPLTR ▼ PRICEDMU ▼ PRICEDwww.webpronews.com ↗

SK Hynix, Samsung Stocks Rally as Singapore State Fund Adds Stakes on Memory Giants

Wed Aug-12 20:46:46other65

Reports that Singapore's Temasek plans to invest in Samsung and SK Hynix triggered a rally in global memory stocks, benefiting Micron through sector sympathy.

MU ▲ PRICEDNVDA ▲ PRICEDTSM ▲ REPRICINGASML ▲ FRESHwww.benzinga.com ↗

Why is Netlist stock surging today? By Investing.com

Wed Aug-12 20:41:04regulatory65

Netlist filed a patent infringement complaint with the U.S. International Trade Commission and a federal lawsuit against Micron and Super Micro Computer regarding DDR5 memory technology.

MU ▼ PRICEDSMCI ▼ PRICEDwww.investing.com ↗

Meta Will Open the Weights for Muse Spark 1.2, Reversing Its Proprietary Strategy - Memeburn

Wed Aug-12 20:40:57product65

Meta announced it will release open weights for its advanced Muse Spark 1.2 AI model and launched the new Muse Glimmer model, reversing its previous proprietary strategy.

META ▲ PRICEDGOOGL ▼ FRESHMSFT ▼ PRICEDAMZN ▼ REPRICINGNVDA · PRICEDmemeburn.com ↗

Microsoft Stock is Falling: What's Going On Today? - Microsoft (NASDAQ:MSFT)

Wed Aug-12 20:40:56earnings65

Microsoft shares are declining despite reporting fourth-quarter revenue and earnings that exceeded analyst expectations, driven by strong Azure cloud growth and AI adoption.

MSFT ▼ PRICEDGOOGL · FRESHAMZN · REPRICINGMETA · PRICEDwww.benzinga.com ↗

Apple is testing Chinese DRAM even after CXMT refused to cut prices

Wed Aug-12 20:40:44product65

Apple is testing DRAM from Chinese manufacturer CXMT for iPhones and MacBooks to address supply shortages, despite failed price negotiations and potential US regulatory hurdles.

AAPL ▼ REPRICINGMU ▲ PRICEDTSM · REPRICINGfinance.yahoo.com ↗

AI Hardware Market Share Statistics 2026

Wed Aug-12 20:40:35earnings85

Nvidia reported $75.2 billion in quarterly data center revenue, a 92% year-over-year increase, while highlighting the competitive landscape involving AMD and Intel in the AI hardware market.

NVDA ▲ PRICEDAMD · REPRICINGMU ▲ PRICEDSMCI ▲ PRICEDTSM ▲ REPRICINGAVGO ▲ FRESHwww.aboutchromebooks.com ↗

Nebius Stock Jumps as Story Gets Bigger

Wed Aug-12 20:40:31earnings65

Nebius Group reported a 454% year-over-year revenue increase and reaffirmed its 2026 outlook, highlighting strong demand for Nvidia-powered AI infrastructure and naming Microsoft as a key customer.

NVDA ▲ PRICEDMSFT ▲ PRICEDAMD ▲ REPRICINGSMCI ▲ PRICEDPLTR ▲ PRICEDca.finance.yahoo.com ↗

Anthropic's Massive AI Buildout Is Another Bullish Signal for AMD Stock

Wed Aug-12 20:30:06partnership65

Reports of a major data center deal between Anthropic and Riot Platforms, alongside AMD's strategic partnership to deploy MI450 GPUs, signal growing AI infrastructure demand for AMD.

AMD ▲ REPRICINGNVDA · PRICEDAVGO · FRESHQCOM · FRESHMU · PRICEDTSM · PRICEDASML · REPRICINGSMCI · PRICEDPLTR · PRICEDwww.barchart.com ↗